Present, review and refine both your investment plan and your solutions
3 - Implementation
Execute our implementation process:
Complete paperwork, fund accounts, explain mailings, set up online access and review first statement
Ensure that you understand each step and are comfortable throughout the entire process
4 - Communication and Reporting
Review and update performance
Summarize economic outlook and review investment strategy
Contact you to address any outstanding administrative issues
Conduct an in-person comprehensive review of your financial and investment allocation
Investment and Insurance Products are:
Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AZ, CA, CO, FL, IA, IL, MA, MI, MN, NJ, NM, NY, OR, PA, TN, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above.
For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.
Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
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